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  <head>
    <title>目标设定</title>
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  </head>
  <body>
    <div id="base" class="">

      <!-- Unnamed (文本框) -->
      <div id="u10112" class="ax_default text_field1">
        <input id="u10112_input" type="text" value=""/>
      </div>

      <!-- Unnamed (矩形) -->
      <div id="u10113" class="ax_default _文本段落">
        <div id="u10113_div" class=""></div>
        <!-- Unnamed () -->
        <div id="u10114" class="text" style="visibility: visible;">
          <p><span>目标投资期限（年）</span></p>
        </div>
      </div>

      <!-- Unnamed (矩形) -->
      <div id="u10115" class="ax_default _文本段落">
        <div id="u10115_div" class=""></div>
        <!-- Unnamed () -->
        <div id="u10116" class="text" style="visibility: visible;">
          <p><span>投资收益率&lt;0的概率</span></p>
        </div>
      </div>

      <!-- Unnamed (矩形) -->
      <div id="u10117" class="ax_default _文本段落">
        <div id="u10117_div" class=""></div>
        <!-- Unnamed () -->
        <div id="u10118" class="text" style="visibility: visible;">
          <p><span>最低收益率要求</span></p>
        </div>
      </div>

      <!-- Unnamed (矩形) [footnote] -->
      <div id="u10117_ann" class="annotation"></div>

      <!-- Unnamed (矩形) -->
      <div id="u10119" class="ax_default _文本段落">
        <div id="u10119_div" class=""></div>
        <!-- Unnamed () -->
        <div id="u10120" class="text" style="visibility: visible;">
          <p><span>预期波动率</span></p>
        </div>
      </div>

      <!-- Unnamed (矩形) -->
      <div id="u10121" class="ax_default _文本段落">
        <div id="u10121_div" class=""></div>
        <!-- Unnamed () -->
        <div id="u10122" class="text" style="visibility: visible;">
          <p><span>VaR</span></p>
        </div>
      </div>

      <!-- Unnamed (矩形) -->
      <div id="u10123" class="ax_default _文本段落">
        <div id="u10123_div" class=""></div>
        <!-- Unnamed () -->
        <div id="u10124" class="text" style="visibility: visible;">
          <p><span>cVaR</span></p>
        </div>
      </div>

      <!-- Unnamed (矩形) -->
      <div id="u10125" class="ax_default _文本段落">
        <div id="u10125_div" class=""></div>
        <!-- Unnamed () -->
        <div id="u10126" class="text" style="visibility: visible;">
          <p><span>偿二代最低资本消耗</span></p>
        </div>
      </div>

      <!-- Unnamed (矩形) -->
      <div id="u10127" class="ax_default _文本段落">
        <div id="u10127_div" class=""></div>
        <!-- Unnamed () -->
        <div id="u10128" class="text" style="visibility: visible;">
          <p><span>激进配置/保守配置风险度</span></p>
        </div>
      </div>

      <!-- Unnamed (文本框) -->
      <div id="u10129" class="ax_default text_field1">
        <input id="u10129_input" type="text" value="%"/>
      </div>

      <!-- Unnamed (矩形) -->
      <div id="u10130" class="ax_default _文本段落">
        <div id="u10130_div" class=""></div>
        <!-- Unnamed () -->
        <div id="u10131" class="text" style="visibility: visible;">
          <p><span style="text-decoration:underline;">风险偏好</span></p>
        </div>
      </div>

      <!-- Unnamed (矩形) -->
      <div id="u10132" class="ax_default _文本段落">
        <div id="u10132_div" class=""></div>
        <!-- Unnamed () -->
        <div id="u10133" class="text" style="visibility: visible;">
          <p><span style="text-decoration:underline;">风险量化参考指标</span></p>
        </div>
      </div>

      <!-- Unnamed (复选框) -->
      <div id="u10134" class="ax_default checkbox">
        <label for="u10134_input">
          <!-- Unnamed () -->
          <div id="u10135" class="text" style="display: none; visibility: hidden">
            <p><span></span></p>
          </div>
        </label>
        <input id="u10134_input" type="checkbox" value="checkbox"/>
      </div>

      <!-- Unnamed (复选框) -->
      <div id="u10136" class="ax_default checkbox">
        <label for="u10136_input">
          <!-- Unnamed () -->
          <div id="u10137" class="text" style="display: none; visibility: hidden">
            <p><span></span></p>
          </div>
        </label>
        <input id="u10136_input" type="checkbox" value="checkbox"/>
      </div>

      <!-- Unnamed (复选框) -->
      <div id="u10138" class="ax_default checkbox">
        <label for="u10138_input">
          <!-- Unnamed () -->
          <div id="u10139" class="text" style="display: none; visibility: hidden">
            <p><span></span></p>
          </div>
        </label>
        <input id="u10138_input" type="checkbox" value="checkbox"/>
      </div>

      <!-- Unnamed (复选框) -->
      <div id="u10140" class="ax_default checkbox">
        <label for="u10140_input">
          <!-- Unnamed () -->
          <div id="u10141" class="text" style="display: none; visibility: hidden">
            <p><span></span></p>
          </div>
        </label>
        <input id="u10140_input" type="checkbox" value="checkbox"/>
      </div>

      <!-- Unnamed (单选按钮) -->
      <div id="u10142" class="ax_default radio_button">
        <label for="u10142_input">
          <!-- Unnamed () -->
          <div id="u10143" class="text" style="visibility: visible;">
            <p><span>105%/95%</span></p>
          </div>
        </label>
        <input id="u10142_input" type="radio" value="radio" name="u10142"/>
      </div>

      <!-- Unnamed (单选按钮) -->
      <div id="u10144" class="ax_default radio_button">
        <label for="u10144_input">
          <!-- Unnamed () -->
          <div id="u10145" class="text" style="visibility: visible;">
            <p><span>110%/90%</span></p>
          </div>
        </label>
        <input id="u10144_input" type="radio" value="radio" name="u10144"/>
      </div>

      <!-- Unnamed (单选按钮) -->
      <div id="u10146" class="ax_default radio_button">
        <label for="u10146_input">
          <!-- Unnamed () -->
          <div id="u10147" class="text" style="visibility: visible;">
            <p><span>120%/80%</span></p>
          </div>
        </label>
        <input id="u10146_input" type="radio" value="radio" name="u10146"/>
      </div>

      <!-- Unnamed (文本框) -->
      <div id="u10148" class="ax_default text_field1">
        <input id="u10148_input" type="text" value=""/>
      </div>

      <!-- Unnamed (矩形) -->
      <div id="u10149" class="ax_default _文本段落">
        <div id="u10149_div" class=""></div>
        <!-- Unnamed () -->
        <div id="u10150" class="text" style="visibility: visible;">
          <p><span>资产规模（万元）</span></p>
        </div>
      </div>

      <!-- Unnamed (组合) -->
      <div id="u10151" class="ax_default">

        <!-- Unnamed (矩形) -->
        <div id="u10152" class="ax_default box_1">
          <div id="u10152_div" class=""></div>
          <!-- Unnamed () -->
          <div id="u10153" class="text" style="visibility: visible;">
            <p><span>&nbsp;&nbsp; &nbsp; &nbsp;&nbsp; </span></p>
          </div>
        </div>
      </div>

      <!-- iconSave (图片) -->
      <div id="u10154" class="ax_default _图片" data-label="iconSave" title="保存">
        <img id="u10154_img" class="img " src="images/资产假设/iconsave_u1711.png"/>
        <!-- Unnamed () -->
        <div id="u10155" class="text" style="display: none; visibility: hidden">
          <p><span></span></p>
        </div>
      </div>

      <!-- Unnamed (图片) -->
      <div id="u10156" class="ax_default _图片">
        <img id="u10156_img" class="img " src="images/目标设定/u10156.png"/>
        <!-- Unnamed () -->
        <div id="u10157" class="text" style="display: none; visibility: hidden">
          <p><span></span></p>
        </div>
      </div>

      <!-- Unnamed (矩形) -->
      <div id="u10158" class="ax_default _文本段落">
        <div id="u10158_div" class=""></div>
        <!-- Unnamed () -->
        <div id="u10159" class="text" style="visibility: visible;">
          <p><span>4.3</span></p>
        </div>
      </div>

      <!-- Unnamed (矩形) -->
      <div id="u10160" class="ax_default _文本段落">
        <div id="u10160_div" class=""></div>
        <!-- Unnamed () -->
        <div id="u10161" class="text" style="visibility: visible;">
          <p><span>15.6</span></p>
        </div>
      </div>

      <!-- lbl_pageTitle (矩形) -->
      <div id="u10162" class="ax_default _文本段落" data-label="lbl_pageTitle">
        <div id="u10162_div" class=""></div>
        <!-- Unnamed () -->
        <div id="u10163" class="text" style="visibility: visible;">
          <p><span>投资组合SAA1</span></p>
        </div>
      </div>

      <!-- message显示 (动态面板) -->
      <div id="u10164" class="ax_default ax_default_hidden" data-label="message显示" style="display: none; visibility: hidden">
        <div id="u10164_state0" class="panel_state" data-label="提示输入组合名称">
          <div id="u10164_state0_content" class="panel_state_content">

            <!-- Unnamed (组合) -->
            <div id="u10165" class="ax_default">

              <!-- Unnamed (图片) -->
              <div id="u10166" class="ax_default _图片2">
                <img id="u10166_img" class="img " src="images/目标设定/u10166.png"/>
                <!-- Unnamed () -->
                <div id="u10167" class="text" style="display: none; visibility: hidden">
                  <p><span></span></p>
                </div>
              </div>

              <!-- Unnamed (矩形) -->
              <div id="u10168" class="ax_default _图片2">
                <div id="u10168_div" class=""></div>
                <!-- Unnamed () -->
                <div id="u10169" class="text" style="visibility: visible;">
                  <p><span>Pharos</span></p>
                </div>
              </div>
            </div>

            <!-- Unnamed (矩形) -->
            <div id="u10170" class="ax_default label">
              <div id="u10170_div" class=""></div>
              <!-- Unnamed () -->
              <div id="u10171" class="text" style="visibility: visible;">
                <p><span>策略名称：</span></p>
              </div>
            </div>

            <!-- del (矩形) -->
            <div id="u10172" class="ax_default box_1" data-label="del">
              <div id="u10172_div" class=""></div>
              <!-- Unnamed () -->
              <div id="u10173" class="text" style="display: none; visibility: hidden">
                <p><span></span></p>
              </div>
            </div>

            <!-- btnselect (矩形) -->
            <div id="u10174" class="ax_default box_1" data-label="btnselect">
              <div id="u10174_div" class=""></div>
              <!-- Unnamed () -->
              <div id="u10175" class="text" style="visibility: visible;">
                <p><span>保存</span></p>
              </div>
            </div>

            <!-- btnclose (矩形) -->
            <div id="u10176" class="ax_default box_1" data-label="btnclose">
              <div id="u10176_div" class=""></div>
              <!-- Unnamed () -->
              <div id="u10177" class="text" style="visibility: visible;">
                <p><span>取消</span></p>
              </div>
            </div>

            <!-- Unnamed (矩形) -->
            <div id="u10178" class="ax_default label">
              <div id="u10178_div" class=""></div>
              <!-- Unnamed () -->
              <div id="u10179" class="text" style="visibility: visible;">
                <p><span>相关账户：</span></p>
              </div>
            </div>

            <!-- txtZuHeName (文本框) -->
            <div id="u10180" class="ax_default text_field1" data-label="txtZuHeName">
              <input id="u10180_input" type="text" value=""/>
            </div>

            <!-- Unnamed (矩形) -->
            <div id="u10181" class="ax_default label">
              <div id="u10181_div" class=""></div>
              <!-- Unnamed () -->
              <div id="u10182" class="text" style="visibility: visible;">
                <p><span>万能账户01</span></p>
              </div>
            </div>

            <!-- Unnamed (矩形) -->
            <div id="u10183" class="ax_default label">
              <div id="u10183_div" class=""></div>
              <!-- Unnamed () -->
              <div id="u10184" class="text" style="visibility: visible;">
                <p><span>分红账户01</span></p>
              </div>
            </div>

            <!-- Unnamed (矩形) -->
            <div id="u10185" class="ax_default label">
              <div id="u10185_div" class=""></div>
              <!-- Unnamed () -->
              <div id="u10186" class="text" style="visibility: visible;">
                <p><span>分红账户02</span></p>
              </div>
            </div>
          </div>
        </div>
        <div id="u10164_state1" class="panel_state" data-label="再计算提示" style="display: none; visibility: hidden;">
          <div id="u10164_state1_content" class="panel_state_content">

            <!-- 再计算组合提示 (组合) -->
            <div id="u10187" class="ax_default" data-label="再计算组合提示">

              <!-- Unnamed (组合) -->
              <div id="u10188" class="ax_default">

                <!-- Unnamed (组合) -->
                <div id="u10189" class="ax_default">

                  <!-- Unnamed (图片) -->
                  <div id="u10190" class="ax_default _图片2">
                    <img id="u10190_img" class="img " src="images/权益录入/u5813.png"/>
                    <!-- Unnamed () -->
                    <div id="u10191" class="text" style="display: none; visibility: hidden">
                      <p><span></span></p>
                    </div>
                  </div>

                  <!-- Unnamed (矩形) -->
                  <div id="u10192" class="ax_default _图片2">
                    <div id="u10192_div" class=""></div>
                    <!-- Unnamed () -->
                    <div id="u10193" class="text" style="visibility: visible;">
                      <p><span>Pharos</span></p>
                    </div>
                  </div>
                </div>

                <!-- Unnamed (矩形) -->
                <div id="u10194" class="ax_default label">
                  <div id="u10194_div" class=""></div>
                  <!-- Unnamed () -->
                  <div id="u10195" class="text" style="visibility: visible;">
                    <p><span>再计算将根据模板信息重新计算各个具体分类的市值，</span></p><p><span>是否进行再计算？</span></p>
                  </div>
                </div>

                <!-- del (矩形) -->
                <div id="u10196" class="ax_default box_1" data-label="del">
                  <div id="u10196_div" class=""></div>
                  <!-- Unnamed () -->
                  <div id="u10197" class="text" style="display: none; visibility: hidden">
                    <p><span></span></p>
                  </div>
                </div>

                <!-- btnselect (矩形) -->
                <div id="u10198" class="ax_default box_1" data-label="btnselect">
                  <div id="u10198_div" class=""></div>
                  <!-- Unnamed () -->
                  <div id="u10199" class="text" style="visibility: visible;">
                    <p><span>是</span></p>
                  </div>
                </div>

                <!-- btnclose (矩形) -->
                <div id="u10200" class="ax_default box_1" data-label="btnclose">
                  <div id="u10200_div" class=""></div>
                  <!-- Unnamed () -->
                  <div id="u10201" class="text" style="visibility: visible;">
                    <p><span>否</span></p>
                  </div>
                </div>
              </div>
            </div>
          </div>
        </div>
        <div id="u10164_state2" class="panel_state" data-label="清空提示" style="display: none; visibility: hidden;">
          <div id="u10164_state2_content" class="panel_state_content">

            <!-- 清空组合提示 (组合) -->
            <div id="u10202" class="ax_default" data-label="清空组合提示">

              <!-- Unnamed (组合) -->
              <div id="u10203" class="ax_default">

                <!-- Unnamed (组合) -->
                <div id="u10204" class="ax_default">

                  <!-- Unnamed (图片) -->
                  <div id="u10205" class="ax_default _图片2">
                    <img id="u10205_img" class="img " src="images/权益录入/u5813.png"/>
                    <!-- Unnamed () -->
                    <div id="u10206" class="text" style="display: none; visibility: hidden">
                      <p><span></span></p>
                    </div>
                  </div>

                  <!-- Unnamed (矩形) -->
                  <div id="u10207" class="ax_default _图片2">
                    <div id="u10207_div" class=""></div>
                    <!-- Unnamed () -->
                    <div id="u10208" class="text" style="visibility: visible;">
                      <p><span>Pharos</span></p>
                    </div>
                  </div>
                </div>

                <!-- Unnamed (矩形) -->
                <div id="u10209" class="ax_default label">
                  <div id="u10209_div" class=""></div>
                  <!-- Unnamed () -->
                  <div id="u10210" class="text" style="visibility: visible;">
                    <p><span>是否清空具体分类部分的画面输入项？</span></p>
                  </div>
                </div>

                <!-- del (矩形) -->
                <div id="u10211" class="ax_default box_1" data-label="del">
                  <div id="u10211_div" class=""></div>
                  <!-- Unnamed () -->
                  <div id="u10212" class="text" style="display: none; visibility: hidden">
                    <p><span></span></p>
                  </div>
                </div>

                <!-- btnselect (矩形) -->
                <div id="u10213" class="ax_default box_1" data-label="btnselect">
                  <div id="u10213_div" class=""></div>
                  <!-- Unnamed () -->
                  <div id="u10214" class="text" style="visibility: visible;">
                    <p><span>是</span></p>
                  </div>
                </div>

                <!-- btnclose (矩形) -->
                <div id="u10215" class="ax_default box_1" data-label="btnclose">
                  <div id="u10215_div" class=""></div>
                  <!-- Unnamed () -->
                  <div id="u10216" class="text" style="visibility: visible;">
                    <p><span>否</span></p>
                  </div>
                </div>
              </div>
            </div>
          </div>
        </div>
      </div>

      <!-- lbl_pageTitle (矩形) -->
      <div id="u10217" class="ax_default _文本段落" data-label="lbl_pageTitle">
        <div id="u10217_div" class=""></div>
        <!-- Unnamed () -->
        <div id="u10218" class="text" style="visibility: visible;">
          <p><span>策略名称</span></p>
        </div>
      </div>

      <!-- Unnamed (动态面板) -->
      <div id="u10219" class="ax_default">
        <div id="u10219_state0" class="panel_state" data-label="State1">
          <div id="u10219_state0_content" class="panel_state_content">

            <!-- Unnamed (矩形) -->
            <div id="u10220" class="ax_default _文本段落">
              <div id="u10220_div" class=""></div>
              <!-- Unnamed () -->
              <div id="u10221" class="text" style="visibility: visible;">
                <p><span style="font-family:'PingFangSC-Regular', 'PingFang SC';">功能编号：</span><span style="font-family:'ArialMT', 'Arial';"></span></p><p><span style="font-family:'PingFangSC-Regular', 'PingFang SC';">描述：</span></p><p><span style="font-family:'PingFangSC-Regular', 'PingFang SC';">saa_portfolio_strategy (公司组合构建策略表)</span></p><p><span style="font-family:'PingFangSC-Regular', 'PingFang SC';">saa_portfolio_objective&nbsp; &nbsp; 公司投资目标表</span></p><p><span style="font-family:'PingFangSC-Regular', 'PingFang SC';">saa_portfolio_objective_sub&nbsp; &nbsp; 公司投资目标量化参考指标子表</span></p><p><span style="font-family:'PingFangSC-Regular', 'PingFang SC';"><br></span></p><p><span style="font-family:'PingFangSC-Regular', 'PingFang SC';">saa_bus_asset_class (组合构建资产类型表)</span></p><p><span style="font-family:'PingFangSC-Regular', 'PingFang SC';">saa_firm_asset_class (SAA公司资产类型配置表)</span></p><p><span style="font-family:'PingFangSC-Regular', 'PingFang SC';"><br></span></p><p><span style="font-family:'ArialMT', 'Arial';"><br></span></p><p><span style="font-family:'ArialMT', 'Arial';"><br></span></p><p><span style="font-family:'ArialMT', 'Arial';"><br></span></p><p><span style="font-family:'ArialMT', 'Arial';"><br></span></p><p><span style="font-family:'ArialMT', 'Arial';"><br></span></p><p><span style="font-family:'ArialMT', 'Arial';"><br></span></p><p><span style="font-family:'ArialMT', 'Arial';"><br></span></p><p><span style="font-family:'ArialMT', 'Arial';"><br></span></p><p><span style="font-family:'ArialMT', 'Arial';"><br></span></p><p><span style="font-family:'ArialMT', 'Arial';"><br></span></p><p><span style="font-family:'ArialMT', 'Arial';"><br></span></p><p><span style="font-family:'ArialMT', 'Arial';"><br></span></p><p><span style="font-family:'ArialMT', 'Arial';"><br></span></p><p><span style="font-family:'ArialMT', 'Arial';"><br></span></p><p><span style="font-family:'ArialMT', 'Arial';"><br></span></p><p><span style="font-family:'ArialMT', 'Arial';"><br></span></p><p><span style="font-family:'ArialMT', 'Arial';"><br></span></p><p><span style="font-family:'ArialMT', 'Arial';"><br></span></p><p><span style="font-family:'ArialMT', 'Arial';"><br></span></p><p><span style="font-family:'ArialMT', 'Arial';"><br></span></p><p><span style="font-family:'ArialMT', 'Arial';"><br></span></p><p><span style="font-family:'ArialMT', 'Arial';"><br></span></p>
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                <p><span>概述</span></p>
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                <p><span>操作</span></p>
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                <p><span style="color:#000000;">[初始化]</span></p><p><span style="color:#000000;">一、分析菜单-构建策略进入</span></p><p><span style="color:#000000;">&nbsp;&nbsp;&nbsp; 1.[dropbox]估值日</span></p><p><span style="color:#000000;">&nbsp;&nbsp; &nbsp; &nbsp;&nbsp; 可选，调用共通方法获取估值日信息加载到下拉框</span></p><p><span style="color:#000000;">&nbsp;&nbsp; &nbsp; &nbsp;&nbsp; 默认选中最新的估值日</span></p><p><span style="color:#000000;">&nbsp;&nbsp;&nbsp; 2【构建策略】账户列表</span></p><p><span style="color:#000000;">&nbsp;&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;&nbsp; 共通方法</span></p><p><span style="color:#000000;">&nbsp;&nbsp;&nbsp; 3.Tab[构建策略 已有策略]</span></p><p><span style="color:#000000;">&nbsp;&nbsp; &nbsp; &nbsp;&nbsp; 构建策略 默认选中</span></p><p><span style="color:#000000;">&nbsp;&nbsp; &nbsp; &nbsp;&nbsp; 已有策略 可用</span></p><p><span style="color:#000000;">&nbsp;&nbsp;&nbsp; 4.页面显示提示信息&nbsp;&nbsp; 请选择账户；</span></p><p><span style="color:#000000;">&nbsp;&nbsp;&nbsp; 5.Tab[目标设定 投资限制 组合构建] </span></p><p><span style="color:#000000;">&nbsp;&nbsp; &nbsp; &nbsp;&nbsp; 目标设定 默认选中</span></p><p><span style="color:#000000;">&nbsp;&nbsp; &nbsp; &nbsp;&nbsp; 投资限制、组合构建&nbsp; 只读，在保存投资目标后可用；</span></p><p><span style="color:#000000;">二、分析菜单-已有策略进入&nbsp;&nbsp; </span></p><p><span style="color:#000000;">&nbsp;&nbsp;&nbsp; 1.[dropbox]估值日</span></p><p><span style="color:#000000;">&nbsp;&nbsp; &nbsp; &nbsp;&nbsp; 可选，调用共通方法获取估值日信息加载到下拉框</span></p><p><span style="color:#000000;">&nbsp;&nbsp; &nbsp; &nbsp;&nbsp; 默认选中最新的估值日</span></p><p><span style="color:#000000;">&nbsp;&nbsp;&nbsp; 2【构建策略】账户列表</span></p><p><span style="color:#000000;">&nbsp;&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;&nbsp; 共通方法</span></p><p><span style="color:#000000;">&nbsp;&nbsp;&nbsp; 3.Tab[构建策略 已有策略]</span></p><p><span style="color:#000000;">&nbsp;&nbsp; &nbsp; &nbsp;&nbsp; 构建策略 可用</span></p><p><span style="color:#000000;">&nbsp;&nbsp; &nbsp; &nbsp;&nbsp; 已有策略 默认选中</span></p><p><span style="color:#000000;">&nbsp;&nbsp;&nbsp; 4.页面显示提示信息&nbsp;&nbsp; 请选择已有策略；&nbsp; &nbsp; </span></p><p><span style="color:#000000;">&nbsp; </span></p><p><span style="color:#000000;">&nbsp;&nbsp;&nbsp; 5.Tab[目标设定 投资限制 组合构建] </span></p><p><span style="color:#000000;">&nbsp;&nbsp; &nbsp; &nbsp;&nbsp; 目标设定 默认选中</span></p><p><span style="color:#000000;">&nbsp;&nbsp; &nbsp; &nbsp;&nbsp; 投资限制、组合构建&nbsp; 只读，在保存投资目标后可用；&nbsp; &nbsp; &nbsp; </span></p><p><span style="color:#000000;"><br></span></p><p><span style="color:#000000;">三、选择账户 或组合后 页面初始化</span></p><p><span style="color:#000000;">&nbsp;&nbsp; &nbsp; &nbsp;&nbsp; 1.估值日只读、 账户菜单只读、 已有策略只读,用户清空页面后可用；</span></p><p><span style="color:#000000;">&nbsp;&nbsp; &nbsp; &nbsp;&nbsp; </span></p><p><span style="color:#000000;">&nbsp;&nbsp; &nbsp; &nbsp;&nbsp; 2.最低风险收益率要求</span></p><p><span style="color:#000000;">&nbsp;&nbsp; &nbsp; &nbsp; &nbsp; &nbsp;&nbsp; 按照原型所示按比例显示，图中的上下限由共通方法取得；</span></p><p><span style="color:#000000;">&nbsp;&nbsp; &nbsp; &nbsp; &nbsp; &nbsp;&nbsp; 共通方法：</span></p><p><span style="color:#000000;">&nbsp;&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;&nbsp; 由saa_firm_asset_class (SAA公司资产类型配置表)获取max(risk_premium)、(min)risk_premium</span></p><p><span style="color:#000000;">&nbsp;&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;&nbsp; 若未取到数据 则从 saa_bus_asset_class (组合构建资产类型表)取得max(risk_premium)、(min)risk_premium，</span></p><p><span style="color:#000000;">&nbsp;&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;&nbsp; 取出后分别加上 并加上国债收益率</span></p><p><span style="color:#000000;">&nbsp;&nbsp; &nbsp; &nbsp; &nbsp; &nbsp;&nbsp; 检索条件：</span></p><p><span style="color:#000000;">&nbsp;&nbsp; &nbsp; &nbsp; &nbsp; &nbsp;&nbsp; 公司ID、deleteFlag&nbsp; </span></p><p><span style="color:#000000;">&nbsp;&nbsp; &nbsp; &nbsp;&nbsp; 3.量化风险参考 数据项 由bus_dictionary(业务字典表)动态取得，检索条件:type=‘0003’、delete_flag </span></p><p><span style="color:#000000;">&nbsp;&nbsp;&nbsp; </span></p><p><span style="color:#000000;">&nbsp;&nbsp;&nbsp; 2.已有策略(修改)</span></p><p><span style="color:#000000;">&nbsp;&nbsp; &nbsp; &nbsp;&nbsp; 策略名称</span></p><p><span style="color:#000000;">&nbsp;&nbsp; &nbsp; &nbsp; &nbsp; &nbsp;&nbsp; 由 saa_portfolio_strategy (公司组合构建策略表) 取得；</span></p><p><span style="color:#000000;">&nbsp;&nbsp; &nbsp; &nbsp; &nbsp; &nbsp;&nbsp; 关联条件：策略ID、deleteFlag</span></p><p><span style="color:#000000;">&nbsp;&nbsp; &nbsp; &nbsp;&nbsp; 最低风险收益率要求</span></p><p><span style="color:#000000;">&nbsp;&nbsp; &nbsp; &nbsp; &nbsp; &nbsp;&nbsp; 取出对应字段按照比例显示(见原型)，</span></p><p><span style="color:#000000;">&nbsp;&nbsp;&nbsp; </span></p><p><span style="color:#000000;">&nbsp;&nbsp; &nbsp; &nbsp;&nbsp; 激进配置/保守配置风险度</span></p><p><span style="color:#000000;">&nbsp;&nbsp; &nbsp; &nbsp; &nbsp; &nbsp;&nbsp; 0.05 对应 105%/95%</span></p><p><span style="color:#000000;">&nbsp;&nbsp; &nbsp; &nbsp; &nbsp; &nbsp;&nbsp; 0.10 对应 110%/90%</span></p><p><span style="color:#000000;">&nbsp;&nbsp; &nbsp; &nbsp; &nbsp; &nbsp;&nbsp; 0.20 对应 120%/80%</span></p><p><span style="color:#000000;"><br></span></p><p><span style="color:#000000;">&nbsp;&nbsp; &nbsp; &nbsp;&nbsp; 其他数据项</span></p><p><span style="color:#000000;">&nbsp;&nbsp; &nbsp; &nbsp; &nbsp; &nbsp;&nbsp; 由 saa_portfolio_objective (公司投资目标表)</span></p><p><span style="color:#000000;">&nbsp;&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;&nbsp; saa_portfolio_objective_sub(公司投资目标量化参考指标子表) 取得，</span></p><p><span style="color:#000000;">&nbsp;&nbsp; &nbsp; &nbsp; &nbsp; &nbsp;&nbsp; 检索条件:策略ID、delete_FLag</span></p><p><span style="color:#000000;"><br></span></p><p><span style="color:#000000;">[资产假设]</span></p><p><span style="color:#000000;">&nbsp;&nbsp;&nbsp; 1.链接到资产假设页面；进行资产假设，在资产假设页面增加返回按钮</span></p><p><span style="color:#000000;"><br></span></p><p><span style="color:#000000;">[保存]</span></p><p><span style="color:#000000;">&nbsp;&nbsp;&nbsp; 1.点击【保存】，弹出提示信息，用户输入策略名称以及选中的相应账户(见原型)</span></p><p><span style="color:#000000;">&nbsp;&nbsp;&nbsp; 2.用户点击保存，按照页面数据 将数据保存到 </span></p><p><span style="color:#000000;">&nbsp;&nbsp; &nbsp; &nbsp;&nbsp; saa_portfolio_strategy (公司组合构建策略表)</span></p><p><span style="color:#000000;">&nbsp;&nbsp; &nbsp; &nbsp;&nbsp; saa_portfolio_objective&nbsp; &nbsp; 公司投资目标表</span></p><p><span style="color:#000000;">&nbsp;&nbsp; &nbsp; &nbsp;&nbsp; saa_portfolio_objective_sub&nbsp; &nbsp; 公司投资目标量化参考指标子表</span></p><p><span style="color:#FF0000;">&nbsp;&nbsp; &nbsp; &nbsp;&nbsp; 其中：</span></p><p><span style="color:#FF0000;">&nbsp;&nbsp; &nbsp; &nbsp; &nbsp; &nbsp;&nbsp; 1.删除资产规模的用户输入</span></p><p><span style="color:#FF0000;">&nbsp;&nbsp; &nbsp; &nbsp; &nbsp; &nbsp;&nbsp; 2.点击【保存】按用户选择的所有账户的总资产加总存入相应字段</span></p><p><span style="color:#FF0000;">&nbsp;&nbsp; &nbsp; &nbsp; &nbsp; &nbsp;&nbsp; 3.账户总资产的计算参照首页账户资产计算。</span><span style="color:#000000;"></span></p><p><span style="color:#000000;">&nbsp;&nbsp;&nbsp; 3.页面跳转至投资限制</span></p><p><span style="color:#000000;">&nbsp;&nbsp;&nbsp; 4.Tab[投资限制 组合构建]可用</span></p><p><span style="color:#000000;"><br></span></p><p><span style="color:#000000;"><br></span></p>
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                <p><span>要点</span></p>
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                <p><span>1.已有策略列表左侧应添加checkbox，与账户列表相同</span></p><p><span>2.目标设定投资右上角添加清空图标、删除按钮，见原型；</span></p><p><span>3.进入构建策略，页面进入目标设定，【清空、删除】【Tab资产假设、组合构建】只读，需做效果区分(灰化)，如用户未选择策略，页面进行任何操作，提醒用户先选择策略；</span></p><p><span>4.进入已有策略，页面进入目标设定，【清空、删除】【Tab资产假设、组合构建】只读，需做效果区分(灰化)，如用户未选择账户，页面进行任何操作，提醒用户先选择账户；</span></p><p><span>5.用户选择完账户，点击【保存】，保存数据后，左侧菜单(构建策略中的账户列表以及已有策略中的策略列表)只读，菜单展开收起可用，【清空、删除】【Tab资产假设、组合构建】可用；</span></p><p><span>6.用户选择已有策略后，左侧菜单(构建策略中的账户列表以及已有策略中的策略列表)只读，菜单展开收起可用，【清空、删除】【Tab资产假设、组合构建】可用；</span></p><p><span>7.点击【清空】按钮，则清空目标设定页面，左侧菜单可选；</span></p><p><span>8.点击【删除】，提醒用户，是否删除该策略；用户点是则删除该策略以及相关数据，点否则取消操作；</span></p><p><span><br></span></p>
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